2023 Summit Schedule
Thank you for attending Summit 2023!
Pre-Conference | Tuesday, September 26, 2023
Day One | Wednesday, September 27, 2023
| Time |
Event |
| 7:30 AM – 5:00 PM |
Registration Desk Open |
| 8:00 AM – 9:00 AM |
Continental Breakfast |
| 9:00 AM – 10:30 AM |
Welcome and Conference Kick-Off
Keynote: The Gifts of Black Folk: Lessons from History to Advance Inclusive Fundraising
Dr. Tyrone Freeman
|
| 10:30 AM – 5:00 PM |
Exhibit Hall Open |
10:45 AM – 11:45 AM
|
Breakout Session A
Breakout 1A: The Data Tells a Story: Transforming Data and Anticipating Leadership | AI/BI
Anne Dean
Breakout 2A: Building the Plane While Flying: The Data Exchange Project at UC Berkeley | CRM Change
Robyn Doughty and Christa Schnur
Breakout 3A: AI Modeling: Prospect Identification is Just the Beginning | DEI
Alex Oftelie and Joshua LaBorde
Breakout 4A: Piles to Paperless: The Future of Fund Management | Gifts and Records Processing
Aaron Rouse and Kate Nimety
Breakout 5A: The First Leg of the Ultramarathon: Learn how the Rutgers Foundation Aligned Vision, Mission, and Strategy to Create Constituent-Centric Experiences and Drive Organizational Transformation, Powered by Technology | Leading Change
Jessica Vincello, Marina Lopez, Heather Greig, and Jeffrey Wat
Breakout 6A: A Tale of Two Implementation Plans: Signature for Success
 Megan Kilcoyne and Kris Burt
|
| 11:45 PM – 1:00 PM |
Lunch |
| 1:30 PM – 2:30 PM |
Breakout Session B
Breakout 1B: Mystery Science Theater 3000 Presents "Dashboards (and Reports) for Dummies" | AI/BI
Mark Longo, Laurie Ogg, and Nathan Fay
Breakout 2B: Data Quality - What Does It Mean for Your CRM Environment | CRM Change
Terry Callaghan
Breakout 3B: AdServ + Central Development Partnership: Increasing our Reach of Untapped Prospects | DEI
Nick Linde and Lane White
Breakout 4B: Gift or Grant? If it's Philanthropic We Can Count It! | Gifts and Records Processing
Deborah Renya
Breakout 5B: Current Technicalities of Productive Capital Campaign and Endowment Launch - Post COVID -19 Pandemic Era | Leading Change
Enock Ajayi
Breakout 6B: Leveraging AI For Mission-Driven Success: A live Demonstration UC Innovation
 Brad Tsai
|
| 2:30 PM – 3:00 PM |
Networking Break |
| 3:00 PM – 4:00 PM |
Breakout Session C
Breakout 1C: Three Ways AI Affects Fundraising | AI/BI
Ashutosh Nandeshwar
Breakout 2C: Buy now; Pay Later: Recovering Investment in CRM Conversions | CRM Change
Christian Elsberry and Christopher Pipkins
Breakout 3C: Privacy First, But How? Future-proofing Your Operations for Emerging Donor Privacy Legislation, with Real-World Examples | DEI
Bill Connors, Aldera Chisholm, and Amy Krishnaswamy
Breakout 4C: Gift Fund Compliance - Tackling Underutilized Funds | Gifts and Records Processing
Saskia Sawyer and Shannon McBratney
Breakout 5C: Failure to Plan is Planning to Fail: How to Create an Amazing Strategic Plan for Advancement Services | Leading Change
Nadine Francis and Sylvia Galen
Breakout 6C: How the University of Washington Successfully Launched the Anthology Raise CRM
 Michael Visaya and Heather Andring
|
| 4:00 PM – 4:15 PM |
Break |
| 4:15 PM – 5:15 PM |
Breakout Session D
Breakout 1D: Generating Value and Measuring Impact through the Creation of a Donor Engagement Score | AI/BI
Javi Escobar, Jason Shults, and Shannon Maitland
Breakout 2D: On the Move: UMGC's Approach to Lead Generation and Moves Management in SalesForce CRM | CRM Change
Rebecca Boughamer
Breakout 3D: DEI in Advancement Data with the 2023 Task Force | DEI
Hillary Cote, Felecia McCree, Colton Withers, Vered Siegel
Breakout 4D: Transforming Gift Processing for a Changing Workplace | Gifts and Records Processing
Shaun Field and Daniel Van Der Roest
Breakout 5D: Hiking the Mountain: Lessons in Managing Change and Elevating Your Team | Leading Change
Michele Miller
Breakout 6D: Transforming Software Implementation Through Effective Change Management
 Karen Hook, Kevin Vaughn, Jill Baltz, and Lori Stirling
|
| 5:15 PM – 5:30 PM |
Break |
| 5:30 PM – 7:00 PM |
President's Reception | Grand Ballroom |
| 6:00 PM |
Dine-Arounds
Meet in Normandie Lounge 30 minutes before your reservation time.
|
| 7:30 PM - 9:30 PM |
Social Events |
Day Two | Thursday, September 28, 2023
|
Time
|
Event
|
|
8:00 AM – 5:30 PM
|
Registration Desk Open
|
|
8:00 AM – 9:30 AM
|
Continental Breakfast
|
|
8:30 AM - 9:30 AM
|
Career Survey Presentation
|
|
9:30 AM – 10:30 AM
|
Breakout Session E
Breakout 1E: The Value of Visualization: Transformational Change Through Dashboards and Analytics | AI/BI
Sylvia Galen and Nadine Francis
Breakout 2E: Configuring Your CRM to Enable Accessible Outreach and Engagement | CRM Change
Jamie Mueller, Nate Parsons, and Jeremy Roethel
Breakout 3E: Post Affirmative Action Outreach Strategies at UC Berkeley | DEI
Rhonda Kinard
Breakout 4E: Automating Everything But the Kitchen Sink: Utilizing Systems at Hand To Automate Incoming Gift Notifications and Gift Booking Forms | Gifts and Records Processing
Karen Melo and Alayna Brinkley
Breakout 5E: A Model for Operational Excellence in Times of Growth and Change | Leading Change
Chelsea Lamego and Jake Logan
Breakout 6E: HELP! Will Artificial Intelligence Take My Job?
 Adriene Chisolm
|
|
10:30 AM – 5:30 PM
|
Exhibit Hall Open
|
|
10:30 AM – 11:00 AM
|
Networking Break
|
|
11:00 AM - 12:00 PM
|
Drawing & Awards
|
|
12:00 PM - 1:15 PM
|
Lunch
|
|
1:15 PM - 1:45 PM
|
Networking Break
|
|
1:45 PM – 2:45 PM
|
Breakout Session F
Breakout 1H: The Creative use of Forms, QR Codes, Gamification, and Motivational Methods to Gather Data and Encourage Constituent Interaction | AI/BI
Sabre Leek and Jason Long
Breakout 2F: Learn About Johns Hopkins University's Business Transformation Project to Deliver a CRM System That Meets Both University and Grateful Patient Fundraising Business Requirements | CRM Change
Michelle Watkins and Nancy Benavente
Breakout 3F: Streamlining the Development and Reporting of Diversity, Equity, and Inclusion Funds | DEI
Christopher Resh and Tommy King
Breakout 4F: Workflow Automation for Increased Accuracy and Efficiency | Gifts and Records Processing
T.J. King
Breakout 5F: The Change Enablement Playbook: A Framework for Supporting Your Teams When the Goal Posts Move | Leading Change
Kate Nimety
Breakout 6F: Navigating the Digital Transformation: Tailored Strategies for Mid to Small Size Advancement Organizations in CRM Implementation and AI Integration
 Katrina Klaproth, Gina Mandrow, Meghan Miller, Chrystal Bate
|
|
2:45 PM – 3:15 PM
|
Networking Break |
|
3:15 PM – 4:15 PM
|
Breakout Session G
Breakout 1G: Integrating ChatGPT and Other Large Language Models into Your Daily Workflow | AI/BI
Tatiana Tuccio Schechter
Breakout 2G: Putting The Pieces Together: A Cohesive Approach to CRM Implementation | CRM Change
Barb Fischer and Holly Parish
Breakout 3G: Enhancing Digital Engagement Capabilities and Integrations - A Case Study | DEI
Kate Nimety and Christina Provost
Breakout 4G: Barcodes on Direct Mail Remits - Help Your Gift Entry Team With Speed and Accuracy | Gift and Records Processing
Jay Ballinger
Breakout 5G: Reorganization to Adapt to a Post-Pandemic Reality | Leading Change
Chase Robinson
Breakout 6G: Going B1G! Transformational CRM Strategy Takes a Village!
 Alan Gibson and Corey Snow
|
|
4:15 PM – 4:30 PM
|
Break
|
|
4:30 PM – 5:30 PM
|
Breakout Session H
Breakout 1F: Streamlining Forms and Processes Through Automation and Organization | AI/BI
Jianell Present
Breakout 2H: The Future of Fundraising is Here - Data & Tech Innovation Deciphered | CRM Change
Jenny Kleintop
Breakout 3H: How Do We Lead on Data Equity? | DEI
Robyn Doughty, Stephan Byrd-Krueger, and Tony Kopetchny
Breakout 4H: Privacy First: Anticipating Future Legislation and the Impact on Your Operations | Gifts and Record Processing
Amy Daultrey Krishnaswamy
Breakout 5H: Recalibrating: Prioritizing Fundraising During a Multi-Year Enterprise Data Modernization Plan | Leading Change
Nicole Szydlo and Dariel Dixon
Breakout 6H: Turn Your Data Into Dollars: Identify Major Gift Prospects with Speed & Accuracy Using the Key Markers of Philanthropy
 Patrick Heffernan
|
|
4:40 PM
|
Chicago Favorites Ultimate Food & Walking Tour (Pre-registration Required)
Meet in the Normandie Lounge at 4:40 PM to check-in. The bus will depart at 4:50 PM.
|
|
6:00 PM
|
Dine-Arounds
Meet in Normandie Lounge 30 minutes before your reservation time.
|
|
6:00 PM – 8:00 PM
|
Social Events
|
Day Three | Friday, September 29, 2023
|
